PARADIGM CAPITAL MANAGEMENT INC/NY
CIK: 1037792SEC EDGAR →
Portfolio Value
$953.5B
Holdings
112
As of
Q1 2026
New Positions
112
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Extreme Networks | 5,234,900 | $78.9B | 8.28% |
| 2 | Veeco Instruments | 2,171,399 | $73.5B | 7.71% |
| 3 | Globus Medical Inc Cl A new | 822,299 | $70.8B | 7.43% |
| 4 | Insight Enterprises | 955,933 | $64.1B | 6.72% |
| 5 | Enviri Corp | 2,232,298 | $43.8B | 4.59% |
| 6 | Pennant Group Inc. | 1,408,800 | $42.9B | 4.50% |
| 7 | Enovis Corporation | 1,776,715 | $40.4B | 4.24% |
| 8 | Orthofix Medical Inc. | 3,304,899 | $37.9B | 3.98% |
| 9 | Ultra Clean Holdings Inc | 608,200 | $37.8B | 3.97% |
| 10 | Integra Lifesciences Holdings Corp | 4,012,698 | $37.8B | 3.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 34 | $381.9B | 40.1% |
| Healthcare | 28 | $351.6B | 36.9% |
| Financial Services | 7 | $69.4B | 7.3% |
| Industrials | 15 | $64.4B | 6.8% |
| Consumer Cyclical | 6 | $40.2B | 4.2% |
| Unknown | 14 | $20.8B | 2.2% |
| Consumer Defensive | 4 | $14.9B | 1.6% |
| Basic Materials | 3 | $10.4B | 1.1% |
| Real Estate | 1 | $2.6M | 0.0% |